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Schwab US REIT ETF
SCHH

Overview Fund Activity

473 hedge funds and large institutions have $4.29B invested in Schwab US REIT ETF in 2023 Q1 according to their latest regulatory filings, with 52 funds opening new positions, 179 increasing their positions, 156 reducing their positions, and 57 closing their positions.

Holders
473
Holders Change
-14
Holders Change %
-2.87%
% of All Funds
7.57%
Holding in Top 10
12
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.19%
New
52
Increased
179
Reduced
156
Closed
57
Calls
$1.05M
Puts
$1.76M
Net Calls
-$704K
Net Calls Change
-$1.28M

Top Buyers

1
Financial Engines Advisors
1
Financial Engines Advisors
California
$809M
2
BlackRock
2
BlackRock
New York
$64.9M
3
US Bancorp
3
US Bancorp
Minnesota
$427M
4
Cerity Partners
4
Cerity Partners
New York
$37.6M
5
CSIA
5
Charles Schwab Investment Advisory
California
$931M

Top Sellers

1
Northwestern Mutual Wealth Management
1
Northwestern Mutual Wealth Management
Wisconsin
$39.7M
2
MTC
2
Matrix Trust Company
Colorado
$0
3
Creative Planning
3
Creative Planning
Kansas
$601M
4
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
4
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$0
5
PNC Financial Services Group
5
PNC Financial Services Group
Pennsylvania
$51.8M
Name Market Value Shares Shares
Change 		Shares
Change %
Susquehanna International Group
101
Susquehanna International Group
Pennsylvania
$1.73M 88,552 +88,552 New
Mercer Global Advisors
102
Mercer Global Advisors
Colorado
$1.69M 86,819 +11,294 +15%
EPM
103
Elm Partners Management
Pennsylvania
$1.69M 86,692 +272 +0.3%
PAG
104
Private Advisor Group
New Jersey
$1.68M 86,321 +894 +1%
ECM
105
Evergreen Capital Management
Washington
$1.67M 85,849 +13,135 +18%
WWM
106
WT Wealth Management
Arizona
$1.64M 84,256 -14,936 -15%
Ameriprise
107
Ameriprise
Minnesota
$1.62M 83,257 -100,655 -55%
WAP
108
Wealthcare Advisory Partners
Pennsylvania
$1.61M 82,599 -4,376 -5%
BA
109
Ballast Advisors
Minnesota
$1.61M 82,504 +2,079 +3%
RC
110
Roundview Capital
New Jersey
$1.57M 80,401 +3,073 +4%
MML Investors Services
111
MML Investors Services
Massachusetts
$1.57M 80,338 -30,591 -28%
Osaic Holdings
112
Osaic Holdings
Arizona
$1.52M 77,910 -9,379 -11%
PA
113
Procyon Advisors
Connecticut
$1.51M 77,495 +753 +1%
Baird Financial Group
114
Baird Financial Group
Wisconsin
$1.5M 76,893 -50,313 -40%
Empower Advisory Group
115
Empower Advisory Group
Colorado
$1.49M 76,951 +76,951 New
PWS
116
Peloton Wealth Strategists
Indiana
$1.47M 75,545 +75,545 New
IA
117
IFG Advisors
Missouri
$1.47M 75,240 -2,590 -3%
CIP
118
Capital Insight Partners
Arizona
$1.46M 74,756 -20,200 -21%
RW
119
REDW Wealth
New Mexico
$1.45M 74,480 -5,860 -7%
FTS
120
Fifth Third Securities
Ohio
$1.44M 73,900 +794 +1%
CAG
121
Curtis Advisory Group
California
$1.43M 73,544 – –
AWS
122
Atria Wealth Solutions
New York
$1.41M 72,323 +458 +0.6%
ACA
123
Atlas Capital Advisors
Wyoming
$1.41M 72,145 -505 -0.7%
BWM
124
BCS Wealth Management
Tennessee
$1.38M 70,900 +11,750 +20%
LWMNY
125
Landmark Wealth Management (New York)
New York
$1.37M 70,417 +14,325 +26%
3 4
5
6 7